Momentum review

Momentum focuses on the admin that follows a sales call. Its Business plan, at $69 per user a month on an annual plan, summarizes calls, turns next steps into action items that create tasks in calendars and the CRM, and drafts personalized follow-up emails. Autopilot extracts insights from calls into Salesforce fields, Batch mode runs the same extraction across thousands of past calls, and Retropilot generates updates when deals change. Ask Momentum lets a rep ask plain-language questions about calls, and on higher plans about accounts and deals. Slack deal rooms and account rooms keep a team in sync. The $99 Transformation plan adds executive briefs and AI coaching. Momentum records Zoom and Google Meet calls, but its own note-taker and video library cost $30 per user a month extra. The vendor says it is now part of Salesforce, which suits Salesforce shops but matters if you run another CRM.

Who it is for

Salesforce teams that want CRM hygiene and post-call admin automated across the whole sales org.

Price

Business from $69 per user per month on annual plans; Transformation $99.

Business ($69/user/mo) : Core AI features, CRM hygiene, Slack Deal Rooms
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Call summaries, action items and drafted email follow-ups
• Autopilot modes that extract CRM data from live, past and changed deals
• Ask Momentum answers questions about calls and accounts
• Slack deal rooms and account rooms
• Executive briefs and AI signals on the Transformation plan

Strengths and weaknesses

• Strength: Published per-user prices for its main tiers
• Strength: Retropilot and batch modes backfill Salesforce from past calls
• Strength: Supports over 99 languages, according to the vendor
• Weakness: Annual plans only, with custom pilots instead of a free trial
• Weakness: Note-taker and video library are a $30 per user add-on
• Weakness: Momentum is now part of Salesforce, so roadmap may shift toward Salesforce

Key facts

• Plans: Business, Transformation, Enterprise
• Conversation intelligence add-on: $30 per user per month
• Ownership: Now part of Salesforce

Where it ranks

Momentum is No. 4 in our Best AI Sales Assistants verdict.